|
⚲
|
| Investment Insight Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 130070 |
| SEC # | 801-68932 |
| CIK # | |
| AUM | $146.5 M (2025-02-24) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 516-249-0060 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 45.8 |
| (b) Individuals (high net worth individuals) | 25 | 100.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 332 | 146.5 |
| By Discretionary | ||
| Discretionary | 332 | 146.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 332 | 146.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.5 | |
| Total | 332 | 146.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Collar Capital Management LLC
✚
|
WI | 0.1 |
|
Murray Investment Management LLC
✚
|
TX | 0.1 |
|
Read & Powell Financial Services LLC
✚
|
NV | 0.1 |
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 0.1 |
|
Zinnia Wealth Advisory LLC
✚
|
FL | 0.1 |
|
Korving & Company LLC
✚
|
VA | 0.1 |
|
Preston Advisory Services LLC
✚
|
AZ | 0.1 |
|
Clutinger Williams & Verhoye Inc
✚
|
CA | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
LCR Wealth Management LLC
✚
|
CT | 0.1 |